How to switch to annual billing?

You can switch to the annual plan from the Billing settings in your workspace. From there, you’ll be able to update your subscription directly without needing to contact support. To do so, go to Settings > Billing and click Manage Subscription. Once the subscription management page opens, you can review your current billing details and confirm the change you want to make.

On the next screen, select the plan you would like to switch to.


Frequently Asked Questions

Where do I manage my subscription?

Go to Settings > Billing and click Manage Subscription to open the billing portal.

Who can change the plan?

A firm user with access to the Billing section of Settings can open the billing portal and switch plans.

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